Trusts and Estates
Ca. Trs. & Estates Quarterly VOLUME 30, ISSUE 2, 2024
Content
- Chairs of Section Subcommittees
- Editorial Board
- Inside This Issue
- Letter From the Editor
- Litigation Alert
- McLe Self-study Article Drafting Trusts For Sustainable Investing In California
- McLe Self-study Article Risk Mitigation Strategies For the Successor Trustee
- Proposals For Income and Gratuitous Transfer Tax Law Reforms, a Combined Annual Mark-to-market and Wealth Tax, and a Uniform State Fiduciary Income Tax Law
- Tax Alert October 2023 - December 2023
- The Revocation Roadmap: How To Navigate Presumptions of Wills
- Letter From the Chair
LETTER FROM THE CHAIR
Written by Kristen Caverly, Esq.*
As you are enjoying summer activities and many of you are already planning for the 2024-2025 school year, like I am with my last child heading off to college in the Fall, I hope you will squeeze in time to enjoy this edition of the Quarterly. As always, it is packed with relevant content no matter the focus of your trusts and estates practice. It makes perfect plane reading.
I also want to alert you—in case you missed it—to a complementary CLA webinar with nationally-known speaker Samuel A. Donaldson entitled "Planning Ideas Worth Stealing." This webinar was live June 6, 2024, and is still available on-demand at https://calawyers.org/education. The webinar is a two-hour CLE offered free to members of the CLA Trusts & Estates Section and discounted to CLA members of other sections. The webinar qualifies for specialization credits and is another way for the Trusts & Estates Section Executive Committee ("TEXCOM") to give back to our members with important content. If you know someone who is not already a member of the Trusts & Estates Section of CLA, they can join now to get this webinar for free and get ongoing access to the Quarterly, including this edition and other historic editions through CLA’s website.
A webinar on the new Medi-Cal eligibility rules and another on property taxes also have been added to CLA’s on-demand CLE library in May and June, and TEXCOM will continue to add new options regularly throughout the rest of the year. As always, if you have a topic you want to see covered—or want to offer to cover—please feel free to reach out to me, and I will connect you with our Education Subcommittee Chair to discuss your ideas.